Cendrowski Corporate Advisors provides outsourced Family Office services that enable our clients to focus on their business and philanthropic interests. Our responsive tax and accounting specialists oversee internal financial operations and create custom solutions, so families can invest their time doing what matters most to them.
Comprehensive Tax Management Services for Family Offices
Our professional accounting staff provides support for all manner of accounting and tax functions, including financial reporting, tax compliance, and maintenance of tax basis records, either on an outsourced basis or as a special project. Clients count on us to manage:
- Back-office accounting and tax staff support
- Tailored family financial strategies and policies
- Philanthropic planning and administration
- Family governance and succession planning
We also periodically reassess operations to ensure the Family Office is operating efficiently and effectively.
Our experienced oversight of existing accounting and tax departments can serve as an alternative to investing in a full-time leader for the internal team. When needed, one of our trusted advisors can also function as an interim CFO, helping to analyze current risk and leverage opportunities for the Family Office and the organization.
Explore our expertise in:
Can’t hedge private stock? Here’s what family offices actually do
Roughly three-quarters of family offices are investing directly in private companies—and that creates a challenge: you can’t easily hedge private stock. The smart play? Hedge the debt, not the equity. Some offices also use structured lending against concentrated positions to manage downside risk while keeping some upside. Private markets don’t come with easy liquidity, […]
Co investing can 2–3x returns – but secondaries demand a reality check
Co-investing can be a powerful tool—if you know when to use it. We have seen investors double or even triple returns by leaning into specific industries they understand well. But we’ve also seen the other side: secondaries that look attractive on paper but underdeliver because of timing or asset risk.
Here’s why everyone is gobbling bonds right now
With the Fed likely to keep cutting rates, fixed-rate bonds are looking better by the day. In this clip, Harry Cendrowski explains why investors are jumping on bonds now and what the shifting rate environment could mean for banks and loan spreads in the months ahead.